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SPERO FINANCIAL

Charter #361 · SC

Community 500M-750M
165 CUs in 500M-750M nationally 2 in SC
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SPERO FINANCIAL has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 36.0% in tier
  • + Net Interest Margin 0.16% above tier average
  • + Total Loans: Top 6.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 9.2% in tier
  • - Efficiency Drag: Bottom 25.7% in tier
  • - Credit Quality Pressure: Bottom 28.9% in tier
  • - Credit Risk Growth: Bottom 53.6% in tier
  • - Membership Headwinds: Bottom 90.1% in tier
  • - Stagnation Risk: Bottom 90.1% in tier
  • - ROA 0.70% below tier average
  • - Efficiency ratio 7.46% above tier (higher cost structure)

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 2 that size in South Carolina.
  • Shares and deposits -2.3% year over year ($623M in shares and deposits).
  • Membership: 45,560 members, -4.9% vs a year ago.
  • Delinquency rate 0.94%.
  • Return on assets 0.12%.
  • Efficiency ratio 84.02% vs a 76.56% peer average.
  • Loan-to-share ratio 94.20% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 45,560
-4.9% YoY+0.3% QoQ
+7.7K 37,897
-5.0% YoY
38,222
+5.6% YoY
34,678
+6.6% YoY
79%
Assets $701.5M
+0.2% YoY-1.5% QoQ
+$79.1M $622.4M
+0.6% YoY
$548.9M
+9.6% YoY
$593.1M
+10.2% YoY
77%
Loans $586.9M
+2.7% YoY+2.3% QoQ
+$158.4M $428.5M
-0.7% YoY
$385.7M
+10.8% YoY
$418.6M
+10.1% YoY
Top 7.3% in tier
Deposits $623.1M
-2.3% YoY-1.7% QoQ
+$83.3M $539.8M
+0.9% YoY
$462.6M
+9.2% YoY
$504.8M
+10.3% YoY
84%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.1%
-47.9% YoY
-0.7% 0.8%
+39.5% YoY
0.9%
-19.6% YoY
1.2%
+121.4% YoY
Bottom 3.6% in tier
NIM 3.7%
-0.2% YoY+2.5% QoQ
+0.2% 3.5%
+5.0% YoY
4.2%
-1.3% YoY
3.8%
+2.3% YoY
68%
Efficiency Ratio 84.0%
+4.5% YoY-0.9% QoQ
+7.5% 76.6%
-3.6% YoY
79.7%
+5.8% YoY
83.0%
-5.3% YoY
78%
Delinquency Rate 0.9%
+22.2% YoY+16.9% QoQ
+0.1 0.8%
+3.1% YoY
1.1%
+14.2% YoY
1.3%
+2.6% YoY
69%
Loan To Share 94.2%
+5.1% YoY+4.1% QoQ
+14.9% 79.3%
-1.4% YoY
70.2%
-0.9% YoY
66.4%
-1.4% YoY
84%
AMR $26,559
+5.2% YoY-0.1% QoQ
$-736 $27,294
+4.1% YoY
$17,221
+4.1% YoY
$20,028
-0.9% YoY
57%
CD Concentration 37.7%
-4.0% YoY-1.7% QoQ
+13.2% 24.6% 18.3% 20.0% Top 10.1% in tier
Indirect Auto % 8.7%
-4.5% YoY+0.3% QoQ
-5.0% 13.6% 6.0% 7.7% 52%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#464 of 483 • Top 36.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 5.23%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (6)

Membership Headwinds

decline
#129 of 549 • Bottom 90.1% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -4.92%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Stagnation Risk

risk
#169 of 549 • Bottom 90.1% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -4.92%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 2.69%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.94%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Credit Quality Pressure

risk
#373 of 693 • Bottom 28.9% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.17% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Efficiency Drag

risk
#351 of 531 • Bottom 25.7% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 84.02%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.11% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -4.92%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Liquidity Strain

risk
#151 of 224 • Bottom 9.2% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 94.20%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 2.69%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | New qualifier

Credit Risk Growth

risk
#360 of 472 • Bottom 53.6% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 2.69%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.17% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 CUs YoY | New qualifier

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (5 metrics)

12
Total Loans
balance_sheet
Value: $586.93M
Peer Median: $428.72M
#12 of 165 Top 6.7% in 500M-750M tier
26
Total Deposits
balance_sheet
Value: $623.09M
Peer Median: $542.48M
#26 of 165 Top 15.2% in 500M-750M tier
26
Loan-to-Share Ratio
balance_sheet
Value: 94.20%
Peer Median: 81.50%
#26 of 165 Top 15.2% in 500M-750M tier
34
Total Members
engagement
Value: 45,560
Peer Median: 36,716
#34 of 165 Top 20.0% in 500M-750M tier
38
Total Assets
balance_sheet
Value: $701.47M
Peer Median: $621.76M
#38 of 165 Top 22.4% in 500M-750M tier

Top Weaknesses (8 metrics)

159
Return on Assets (ROA)
profitability
Value: 0.12%
Peer Median: 0.74%
#159 of 165 Bottom 4.2% in 500M-750M tier
152
Member Growth Rate
growth
Value: -4.92%
Peer Median: 0.59%
#152 of 165 Bottom 8.5% in 500M-750M tier
152
Share Certificate Concentration (%)
balance_sheet
Value: 37.72%
Peer Median: 26.69%
#152 of 165 Bottom 8.5% in 500M-750M tier
151
Net Worth Ratio
risk
Value: 8.30%
Peer Median: 10.42%
#151 of 165 Bottom 9.1% in 500M-750M tier
150
Deposit Growth Rate
growth
Value: -2.30%
Peer Median: 4.04%
#150 of 165 Bottom 9.7% in 500M-750M tier
136
Asset Growth Rate
growth
Value: 0.18%
Peer Median: 4.61%
#136 of 165 Bottom 18.2% in 500M-750M tier
134
Net Charge-Off Rate
risk
Value: 0.80%
Peer Median: 0.41%
#134 of 165 Bottom 19.4% in 500M-750M tier
129
Efficiency Ratio
profitability
Value: 84.02%
Peer Median: 77.45%
#129 of 165 Bottom 22.4% in 500M-750M tier
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